Building Family Wealth: Investment And Life Insurance Planning
Professional Education

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In light of the ongoing COVID-19 crisis, Professional Education will continue to offer all classes and programs online. We will be using the platform Canvas to hold these classes. You will get access to the class Canvas page 2 business days before the class date. If you have any questions or concerns, please contact us via email at ProEd@continue.utah.edu

This course has two components: investment and life insurance. The first part provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. The second part introduces students to life insurance decisions in personal financial planning. This noncredit class meets with a regular University of Utah credit course.

This class is part of the following Professional Education certificate program:
Professional Certificate in Financial Planning

Questions? Call Professional Education at 801-585-1780 or use our online form.

Class Sections For Building Family Wealth: Investment And Life Insurance Planning (PEPEC 551)

Fall 2021 Section 90, Starting on: 08/23/2021

This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Students not seeking the certificate should register for FCS 551-090. See https://continue.utah.edu/proed for more information about the non-credit micro-certificate.

Date(s) Day Time Location
08/23/21 - 12/09/21 Online
Tuition: $700.00      

Instructor: JESSIE FAN

Registration for this class will close on 08-17-2021 at midnight

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Questions? Call Professional Education at 801-585-1780 or use our online form.

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